Financial Advisors
Raleigh, NC
Bowers Private Wealth Management is an independent financial planning firm in Raleigh specializing in small-business owners and equity-compensated IT and biotech professionals navigating the sandwich generation. Led by CFP® and CEPA® advisor Blaine Bowers, they provide comprehensive wealth management including retirement planning, tax strategy, and equity compensation guidance. Their approach emphasizes unbiased planning that allows entrepreneurs and executives to delegate complex financial decisions so they can focus on growing their businesses and living their best lives.
Ideal for: Small-business owners, Equity-compensated IT professionals, Biotech executives, Sandwich generation families managing multiple financial priorities
Service area: Raleigh and surrounding Wake County, North Carolina
Specialized in Equity Compensation: Deep expertise in navigating equity awards, stock options, and compensation structures specific to IT and biotech professionals—a niche many advisors lack.
Independent & Unbiased: As an independent firm not tied to a larger institution, Bowers PWM provides objective advice centered solely on your financial goals, not product sales.
Sandwich Generation Focus: Understands the unique pressures of balancing business growth, family obligations, and retirement planning—offering tailored strategies for this life stage.
Address: 260 W Millbrook Rd, Raleigh, NC 27609
Phone: (984) 308-1908
Website: bowersprivatewealthmanagement.com
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